MI260: Top Stock Picks For 2023 w/ Logan Kane

The Intrinsic Value Podcast - The Investor’s Podcast Network

The Investor's Podcast Network

Investing, Education, Business

4.6 • 592 Ratings

🗓️ 23 February 2023

⏱️ 63 minutes

🔗️ Recording | iTunes | RSS

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Summary

Rebecca Hotsko chats with Logan Kane, who is an author and entrepreneur and is currently a writer for Seeking Alpha. Logan talks about the difference between tactics and strategies, his thoughts on how to be a better bull with IJR and IJH, his thoughts on how to be a better bear with VMSXX and VMFXX, and much more! IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 02:12 - How to be a better bull with IJR and IJH. 03:12 - What’s the difference between tactics and strategies? 16:31 - Are the new AI platforms like ChatGPT a major threat to Google’s status as the top search engine platform long term? 18:17 - How to be a better bear with VMSXX and VMFXX. 26:35 - Why bank stocks are Logan’s top stock picks for 2023, and which banks he thinks offer the best risk/reward opportunities. 35:46 - What return stacking is and how this strategy works? 46:02 - An overview and analysis of ETFs that implement this strategy: PSLDX, NTSX, TYA. 57:22 - His thoughts on the Grayscale Bitcoin ETF (GBTC). And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Check out Logan’s articles: Seeking Alpha. Check out Logan’s writings: Substack. Related Episode: Listen to MI230: Buffett Indicator Says Market Is Overvalued w/ Lance Roberts, or watch the video. NEW TO THE SHOW? Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle’s favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Fiscal.AI Connect with Logan: Seeking Alpha Connect with Rebecca: Twitter | Instagram Email: Rebecca@theinvestorspodcast.com HELP US OUT! Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Transcript

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0:00.0	You're listening to TIP.
0:02.7	Google is probably one of the last companies we have to worry about being disrupted by AI.
0:06.7	They have substantial investment in AI.
0:08.7	They have their own AI.
0:10.0	I think Google and Microsoft are among the cheaper stocks in tech.
0:13.4	Apple and Amazon and Tesla being the more expensive than I would avoid.
0:17.0	If you can get Microsoft 10% lower, I'd buy it.
0:19.3	If you can get Google, at today's price, I'd buy it. If you can get Google at today's price, I would buy it.
0:25.0	On today's episode, I'm joined by Logan Kane.
0:28.6	Logan is an author and entrepreneur and currently a writer for Seeking Alpha.
0:33.6	During this episode, Logan shares some tactics with us on how to execute strategies to be a better
0:39.6	bowl with ETF's IJR and IJH, as well as how to be a better bear with the right money
0:45.9	market funds.
0:47.2	We also revisit his analysis on Google and talk about how big of a threat new AI platforms
0:52.7	like chat GBTR for Google's status as the top
0:56.3	search engine platform. And then we get into why bank stocks are Logan's top stock picks for
1:01.7	2023, which bank stocks in particular, he thinks offer the best opportunities, along with
1:07.1	we dive into some quantitative strategies such as return stacking.
1:11.5	And Logan explains what this is, how this strategy works,
1:15.2	and then he discusses some ETFs that implement this strategy.
1:19.1	I really enjoyed this conversation with Logan.
1:21.4	I always learn a new tactic or strategy after talking with him and reading his articles.
	...

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